Launch live of integration with Google Sheets: see everything that happened

Learn how the live launch of the integration with Google Sheets went, the step-by-step to connect your account, and discover the possibilities for your reports.

The live launch of the new integration between Reportei and Google Sheets held on 1301 marked one of the most anticipated announcements by platform users.

Conducted by our CMO Renan Caixeiro and our CTO Rodrigo Nunes the presentation showed how it is now possible to connect spreadsheets to Reportei and use them as a database to generate metrics, charts, and complete analyses within the reports.

In fact, during the live, it became clear that the integration goes far beyond importing data.

In fact, its purpose is to allow any information organized in a spreadsheet to be transformed into insights even when it doesn’t come from a native integration.

Therefore, if you already use Google Sheets daily to control sales, goals, costs, or campaign results, this news opens up a new level of possibilities within Reportei.

In this article, you will understand what this new integration is, how it works in practice, and how it can simplify data automation in your process of analysis and presentation of results.

Additionally, you can also watch the full recording of the live that is available on our YouTube channel:

What is the new integration between Reportei and Google Sheets

As we mentioned above, the new integration between Reportei and Google Sheets allows importing any data from a spreadsheet directly into the platform’s reports and dashboards.

In practice, this means that information that was previously off the radar can now be analyzed alongside data from social networks, paid media, CRM, e-commerce, and other channels already integrated into our platform.

That is, with this integration, Google Sheets starts functioning as a new data system within Reportei.

After all, it is now possible to integrate offline data, information from campaigns or platforms that do not have an API, or even systems that do not yet have direct integration. with the platform.

That is, everything that can be organized in a spreadsheet becomes eligible for analysis.

No wonder Rodrigo Nunes highlighted during the live that integrating in this way with Google Sheets is the most requested feature we’ve had here in recent times.

That’s because many businesses already use spreadsheets as a central point for data organization, especially when talking about sales and the financial sector.

Thus, with Reportei, this information starts being analyzed in a much more visual and complete way, which helps in defining more precise strategies daily.

How to integrate Google Sheets with Reportei

Currently, the integration with Google Sheets is available for Pro and Premium plan customers. and it was developed to be simple and intuitive, even for those who are not familiar with APIs or more advanced automation tools.

The idea is that anyone can connect their spreadsheets to Reportei and transform data into visual analyses without complications.

Next, see how the process presented in the live works.

1. The first step is to authorize access to your Google account. With this, just choose the account that already has permission to view or edit the spreadsheets you intend to use as a data source.

2. After connecting the account, you choose which spreadsheet will be used and within it, which specific tab will serve as the base.

This step is important because each tab can represent a different set of information such as sales by channel, monthly goals, or operational costs.

3. Next, Reportei performs an automatic reading of the spreadsheet and suggests an organization between metrics and dimensions.

But before proceeding, you must validate this format, adjust information, and even update the data, ensuring more precision in future analyses.

4 With the data validated, it is possible to generate metrics automatically with the support of our artificial intelligence tool.

Still, you maintain complete freedom to create customized metrics adapted to the reality of your business or your clients.

5. Finally, just include the new metrics in a report or dashboard viewing everything together with other integrated channels.

It is also possible to customize the layout of the Google Sheets report, define a name aligned with the imported data, and save this template to use it again in future analyses.

This flow makes the integration practical and flexible, allowing your spreadsheets to become part of an even more strategic analysis routine.

What you can do with the integration with Google Sheets

From everything we’ve discussed so far, we can see that the integration significantly expands the range of possible analyses within Reportei.

Moreover, as each company uses spreadsheets differently, the applications are virtually unlimited.

Below are some examples that can be aligned to the reality of your business.

1. Create reports with manual and automated data.

Regardless of whether the data is entered manually or automatically sent to the spreadsheet, Reportei can import it and transform it into visual reports.

However, for those who wish to simplify their routine, it is important to highlight that it is possible to automate the filling of your spreadsheets using tools like n8n or Zapier.

Thus, data arrives at Google Sheets without manual effort and can later be consumed by Reportei in a faster and more efficient way.

2. Analyze sales from any channel.

When the CRM does not have direct integration with Reportei or there is no use of a system, spreadsheets become a practical solution.

With that, you can record online or offline sales in Google Sheets and import this data to generate metrics, charts, and tables that help visualize the performance of the team, products, or specific campaigns.

3. Perform offline strategy analyses.

Actions such as events, fairs, or local campaigns usually generate data that is outside the digital platforms.

However, with Google Sheets and its integration with Reportei, these results can be organized and analyzed along with the other channels, bringing a more complete view of the strategy.

4. Register costs and results of partnerships with influencers.

Partnerships with influencers usually involve costs, coupons, sales, and reach, but these data are not always centralized.

Therefore, by organizing this information in a spreadsheet, you can track the return of each partnership within Reportei, facilitating comparisons and future decisions.

5. Cross data with channels that are already integrated with Reportei.

Finally, one of the greatest gains is to be able to cross data from Google Sheets with more than 30 channels integrated into our platform.

For example, social networks, paid media channels, ecommerce platforms, marketing automation, CRM, and many others can be analyzed together on a single screen.

In other words, you have all the data you need always at hand and more time to focus on the most important parts, the analysis and definition of new strategies.

Test the new integration right now

If you already use Google Sheets to organize data, the new Reportei integration is the shortest path to turning that information into professional analyses.

Therefore, be sure to try out the functionality, create customized metrics, and take your reports to a new level of clarity and depth.

Try Reportei for free and enjoy all these features! 

FAQ frequently asked questions about the integration of Reportei with Google Sheets.

Before we conclude, we’ve gathered some of the most common questions about the integration between Reportei and Google Sheets.

Therefore, if you still have any practical questions about the functionality or possibilities of this new feature, this FAQ can help. Let’s go!